What are the responsibilities and job description for the Revenue Operations Specialist position at Customer Management Practice?
Revenue Operations
Company: Customer Management Practice
Compensation: $80,000-$110,000
Benefits: Medical, Dental, Vision, 401k
Location: Hybrid, 2 days/week in our Midtown Office (Wednesday/Thursday) - must reside in NY, NJ, or CT
Type: Full-time, permanent (Monday to Friday, 9:00 AM - 5:00 PM)
Revenue operations
The Revenue operations specialist supports the design, implementation, and continuous improvement of CMP’s connected data ecosystem, spanning HubSpot CRM, Airtable, and workflow automation tools like Zapier. This role ensures clean data, connected systems, and scalable operations across sales, marketing, and event management.
They serve as the bridge between technology, business operations, and day-to-day execution, helping maintain a unified source of truth for data . The right candidate balances hands-on system configuration with big picture process design and can identify, implement, and continuously improve the tools and processes that keep the business running efficiently.
Core Responsibilities:
- Systems & Data Management
- HubSpot Ownership: Lead implementation and ongoing configuration of HubSpot CRM, including automations, and reporting. Train internal teams and enforce governance.
- Data Governance: Define field standards, record hygiene rules, deduplication protocols, and user permissions.
- Automation & Workflows: Build and optimize automations for lead routing, campaign tracking, and reporting.
- Reporting & Insights: Create dashboards and reports across HubSpot and Airtable to support revenue pacing, campaign performance, and customer retention.
- Systems Integration: Support integrations between HubSpot, Airtable, and other core platforms (e.g. Bizzabo, Qualtrics, Calendly, EventsAir) using Zapier or lightweight scripting. Ensure systems are synchronized, data flows are accurate, and teams can rely on a shared source of truth.
- Design and manage Airtable bases, including schema design, permissions, automations, and dashboard interfaces.
- Support the maintenance of internal web apps that allow teams and customers to interact with live operational data.
- Partner with teams to design user-friendly tools that make complex workflows accessible to non-technical users.
- Team Enablement & Support:
- Build and maintain CRM documentation (playbooks, SOPs, workflows) for org-wide consistency.
- Stay ahead of best practices in RevOps/MarTech and propose upgrades or new tools.
- Partner with leadership to align data strategy with business goals and identify opportunities to optimize systems and workflows.
- Train users, document processes, and champion adoption of best practices across teams.
- Serve as the internal point person for CRM and data related process questions.
- Continuous Improvement & Collaboration
- Assume a solutions-oriented, self-starter mindset with empowered autonomy with an eye toward accelerating business outcomes.
Requirements
- 3–5 years experience in HubSpot CRM administration (experience in enterprise account management with multiple brands and large data sets) and/or RevOps roles.
- Hands-on experience with Airtable.
- Strong grasp of Zapier or similar workflow automation/system-to-system integrations.
- Ability to translate business requirements into system workflows and dashboards.
- Strong data governance mindset. Comfortable defining rules for hygiene, deduplication, and standardization.
- Analytical skills to build reports and models that support growth and decision-making.
- Excellent communicator who can translate technical systems into clear, usable processes for non-technical users, and enforce process discipline.
- Exceptional attention to detail
- Creative problem-solver, effective decision maker
- Outstanding organizational, prioritization and multi-tasking skills
Privacy Notice:
CMP collects and processes personal data in accordance with the EU General Data Protection Regulation (GDPR). See our privacy notice for further details: https://careers-iqpc.com/privacy-notice/
Non-Discrimination:
We do not discriminate in employment on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, gender identity, marital status, disability and genetic information, age, membership in an employee organization, or other non-merit factor.